Schroders: Is it time to build your wine cellar?
Full Article: https://www.schroders.com/en-us/us/wealth-management/insights/is-it-time-to-build-your-wine-cellar/
After a prolonged period of correction, the fine wine market is showing signs of a long-awaited recovery. Following a "perfect storm" that saw the Liv-ex Burgundy 150 index outperform the Nasdaq by 30% in early 2022, prices have spent the last three years returning to pre-pandemic levels. However, new data suggests the "bottom of the bottle" may finally be in sight.
WineFi data reveals that trade prices climbed 4.3% in Q3 of 2025, marking the first quarterly rise since 2022. While some analysts remain cautious, others see a unique window for investors and collectors alike.
“There is a strong argument that if you are looking to re-enter the market, now could be a good time," says Callum Woodcock, Founder and CEO of WineFi. "You can’t time the bottom, but there are green shoots appearing.”
With fine wine remaining exempt from Capital Gains Tax (CGT) and Gen Z alcohol participation climbing to 73% in 2025, the asset class continues to offer a compelling mix of tax efficiency, historical data benchmarks, and legacy-building potential. Whether driven by a "flight to quality" in blue-chip Burgundy or the "mouthwatering" entry prices across Bordeaux, the market is shifting from a period of volatility into one of selective opportunity.
Capital is at risk. Wine values can go down as well as up, and investments may not perform as expected. Returns may vary. You should not invest more than you can afford to lose. WineFi is not authorised by the Financial Conduct Authority. Investments are not regulated and you will have no access to the Financial Services Compensation Scheme (FSCS) or the Financial Ombudsman Service (FOS). Past performance and forecasts are not reliable indicators of future results and should not be relied on. Forecasts are based on WineFi’s own internal calculations and opinions and may change. Investments are illiquid. Once invested, you are committed for the full term. Tax treatment depends on individual circumstances and may change.
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